Category 42
Discussion List
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How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask … -
Video: Create the Visual Builder Studio ProjectCreate the Visual Builder Studio Project: One time setup to create the Extend Redwood Sales project in VBS From the Implementing Redwood Sales video series -
Redwood - How can we show the custom panels and subview layout which fetches data from External APIsSummary: How can we show the custom panels and subview layouts which fetches data from External APIs Content (please ensure you mask any confidential information): If we…
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How could we add another attributes in the Lead Selection area to assign Leads records from thes ManThe customer have scheduled a pair of Lead Assignment processes in Sales cloud from ‘Manage Lead Processing Activities’ task. These processes were scheduled every hour a…
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Digital Assistant for Custom ObjectHi, Is there functionality to implement digital assistant to custom object. Thanks -
In opportunity all Currencies dropdown is not showing.Summary: I have Enabled multiple currencies and the profile option MOO_REVN_ENABLE_MULTICURRENCY is set to YES. Also, Manage Daily Rates and they are showing the currenc…
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Remove Account Team members bulk through ImportSummary: We need to remove members from the Account in bulk using import. I have tried via Import Management. Object: Sales Team Member Import Mode: Delete Records Mappi…
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Adaptive search for Revenue Lines - can more opportunity fields be added?Summary: Can more opportunity fields be added in Adaptive Search for Revenue Lines? Content (required): We have enabled Revenue Lines in Adaptive Search to use in Worksp…
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Record feedback for KM articlesSummary: Would it be possible to record any feedback from user on KM articles used in Service requests aside from rating those ? The layout seems non-extensible , hence …
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How to remove create action in custom objects list page on redwood UISummary: How to remove create action in custom objects list page on redwood UI Content (please ensure you mask any confidential information): Version (include the versio…
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Display Relationship Under the Contact Foldout PanelSummary: We are trying to show the relationship tab under the contact foldout panel. Reviewing the setup we understand the relationship is a child object under contact. …
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Redwood- How to hide create button from Account list page?Summary: Hi @ Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snipp…Pratibha AdhavLTIMindtree 21 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports … -
Redwood - How to design sales dashboard ?Summary: Hi @John Vakoc-Oracle Can you pls share the document to design Redwood Sales Dashboard. like how to configure metric card to show details based on saved searche…
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How to rename an OOTB panel in RedwoodSummary: I want to rename the 'Products' panel on opportunities to 'Revenue Lines', but because it is OOTB/standard I cannot rename it, like you can with custom ones, an…
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Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull …
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Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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How to remove create product smart action from product list page on redwood UISummary: In Redwood we can see create product on product list page. We want to disable it but, couldn't find that in smart actions. How to disable it. Content (please en…
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24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Unable to find roles to assign to Custom layouts.Hello, We're wanting to assign a custom layout to users having particular role. But we're unable to select the role in VBCS, i.e., the role name is not appearing. Any sy…
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CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view.
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What is the proper alternative to Adaptive Search aggregates Roll-ups is NOT itSummary: Roll-ups and Adaptive search aggregates (from what I understand) are not the same thing functionally. So if Adaptive Search is being deprecated, what do we use … -
The value of the attribute ParentEntityId isn't valid.Summary: The value of the attribute ParentEntityId isn't valid. Content (please ensure you mask any confidential information): Hi, While Creating DBrief from REST API us…
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demo data for Redwood digital sales and CX salesSummary: Hi, any idea where can we find the dummy data for digital sales and CX Sales that are available in TEST instance VBS? During trainings there appear data in crmA…
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Recommended Actions for Opportunities - Feedback ResponseSummary: I have been trying to configure the Recommended Actions for Opportunities and following the below article: https://docs.oracle.com/en/cloud/saas/sales/fadsi/set…
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Unable to Configure Procurement Document PolicySummary: Customers have a requirement 1) If requestor raises a requisition greater than 50000 , system has to popup message please add 1 attachment and Contract Number. …
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Video: Oracle Sales Assistant ConfigurationOracle Sales Assistant Configuration: Configurint the natural language features of OSA in the context of our mobile application
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Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements